Heather Thompson is a registered investment advisor at Best Life Infinity, LLC, based in Walpole, NH, with 8 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 88 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Best Life Infinity (BLI) charges a percentage of your portfolio for investment management. The fees range from 0.375% to 2% when using third-party money managers. You will also pay the third-party money manager's fees. BLI bills quarterly in advance, and fees are prorated for deposits or withdrawals greater than $10,000. BLI also offers third-party portfolio models, some of which have additional fees. BLI can also charge a flat fee for management of assets, not to exceed $24,000 annually, billed quarterly in advance.
Location
Walpole, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Best Life Infinity, LLC
Previous Registrations
Investment Advisor Group
The Investment Advisor Alliance LLC
State Registrations1 state
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